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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,051 | $110,410+66.7% | $102,437+79.7% | $145,897+26.2% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 4.97% | 24.85%-19.9pp | 24.95%-20.0pp | 552.29%-547.3pp |
| Employer contribution / active EE | $1,378 | $4,217-67.3% | $3,871-64.4% | $4,663-70.4% |
| Participant deferral / active EE | $3,808 | $5,622-32.3% | $5,060-24.7% | $6,689-43.1% |
| Admin fee / account holder | $23,349 | $9,745+139.6% | $8,388+178.4% | $13,390+74.4% |